Daniel Sowa

@Sowa Financial Group, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$159.706M

Total holdings30

Assets growth rate0.94%

Assets growth rate (2-Q avg)10.37%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sowa Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Sowa Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 159.706M in assets, with a quarterly growth rate of 0.94% and a 2-quarter average growth rate of 10.37%. The portfolio is managed by Daniel Sowa, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MUBIshares Tr Recent Activity New Position	0.7%	$1.116M 10,474 shares@ $106.55 avg price	New Position
FNDASchwab Strategic Tr Recent Activity New Position	0.32%	$503,000 16,935 shares@ $29.71 avg price	New Position
DNLWisdomtree Tr Recent Activity New Position	0.3%	$470,000 13,055 shares@ $36.01 avg price	New Position